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Institutional Holders of DSI

There is a long list of 482 institutional holders of DSI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of DSI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DSI table below, the initial column indicates the name of each top institutional holder of DSI, with a link to that fund's top holdings. The next columns indicate the amount of DSI stock held by each of the institutional holders of DSI, followed by the DSI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,503,417$410,036 12/31/2023
     DSI4,503,417$410,036 12/31/2023
Envestnet Asset Management Inc.2,438,162$221,995 12/31/2023
     DSI2,438,162$221,995 12/31/2023
Bank of America Corp DE1,870,113$170,274 12/31/2023
     DSI1,870,113$170,274 12/31/2023
Punch & Associates Investment Management Inc. $168,610 12/31/2023
     Call1,850$168,442 12/31/2023
     DSI1,850$168 12/31/2023
JPMorgan Chase & Co.1,674,778$152,488 12/31/2023
     DSI1,674,778$152,488 12/31/2023
Bank of New York Mellon Corp957,906$96,566 03/31/2024
     DSI957,906$96,566 03/31/2024
Ameriprise Financial Inc.1,051,056$95,615 12/31/2023
     DSI1,051,056$95,615 12/31/2023
LPL Financial LLC769,481$70,061 12/31/2023
     DSI769,481$70,061 12/31/2023
Envestnet Portfolio Solutions Inc.752,551$68,520 12/31/2023
     DSI752,551$68,520 12/31/2023
Betterment LLC514,125$46,811 12/31/2023
     DSI514,125$46,811 12/31/2023
UBS Group AG513,695$46,772 12/31/2023
     DSI513,695$46,772 12/31/2023
Advisor Group Holdings Inc.378,968$34,513 12/31/2023
     DSI378,968$34,513 12/31/2023
Sei Investments Co.369,583$33,651 12/31/2023
     DSI369,583$33,651 12/31/2023
Wells Fargo & Company MN338,465$30,817 12/31/2023
     DSI338,465$30,817 12/31/2023
Goldman Sachs Group Inc.289,659$26,373 12/31/2023
     DSI289,659$26,373 12/31/2023
Cerity Partners LLC270,792$24,656 12/31/2023
     DSI270,792$24,656 12/31/2023
Mariner LLC247,557$22,540 12/31/2023
     DSI247,557$22,540 12/31/2023
Truist Financial Corp218,748$19,917 12/31/2023
     DSI218,748$19,917 12/31/2023
Park Avenue Securities LLC195,557$19,714 03/31/2024
     DSI195,557$19,714 03/31/2024
Commonwealth Equity Services LLC201,485$18,345 12/31/2023
     DSI201,485$18,345 12/31/2023
Dunhill Financial LLC195,492$17,800 12/31/2023
     DSI195,492$17,800 12/31/2023
Creative Planning191,764$17,460 12/31/2023
     DSI191,764$17,460 12/31/2023
US Bancorp DE175,021$15,936 12/31/2023
     DSI175,021$15,936 12/31/2023
Trillium Asset Management LLC171,866$15,649 12/31/2023
     DSI171,866$15,649 12/31/2023
CWM LLC154,991$15,625 03/31/2024
     DSI154,991$15,625 03/31/2024
Royal Bank of Canada158,727$14,452 12/31/2023
     DSI158,727$14,452 12/31/2023
Captrust Financial Advisors158,574$14,438 12/31/2023
     DSI158,574$14,438 12/31/2023
MML Investors Services LLC151,820$13,823 12/31/2023
     DSI151,820$13,823 12/31/2023
Fiduciary Trust Co.148,002$13,476 12/31/2023
     DSI148,002$13,476 12/31/2023
Francis Financial Inc.133,147$13,423 03/31/2024
     DSI133,147$13,423 03/31/2024
Mercer Global Advisors Inc. ADV136,349$12,415 12/31/2023
     DSI136,349$12,415 12/31/2023
Rockefeller Capital Management L.P.130,632$11,894 12/31/2023
     DSI130,632$11,894 12/31/2023
Private Advisor Group LLC127,880$11,644 12/31/2023
     DSI127,880$11,644 12/31/2023
Manchester Capital Management LLC123,261$11,223 12/31/2023
     DSI123,261$11,223 12/31/2023
Gemmer Asset Management LLC109,925$11,082 03/31/2024
     DSI109,925$11,082 03/31/2024
BlackRock Inc.111,333$10,137 12/31/2023
     DSI111,333$10,137 12/31/2023
Hill Island Financial LLC106,196$9,669 12/31/2023
     DSI106,196$9,669 12/31/2023
Raymond James Financial Services Advisors Inc.95,776$9,655 03/31/2024
     DSI95,776$9,655 03/31/2024
PFG Investments LLC92,953$9,371 03/31/2024
     DSI92,953$9,371 03/31/2024
Advisory Services Network LLC98,018$8,925 12/31/2023
     DSI98,018$8,925 12/31/2023
Mascoma Wealth Management LLC97,731$8,898 12/31/2023
     DSI97,731$8,898 12/31/2023
First Horizon Advisors Inc.84,583$8,527 03/31/2024
     DSI84,583$8,527 03/31/2024
Ameritas Advisory Services LLC90,307$8,222 12/31/2023
     DSI90,307$8,222 12/31/2023
Miracle Mile Advisors LLC79,910$8,056 03/31/2024
     DSI79,910$8,056 03/31/2024
SageView Advisory Group LLC84,925$8,032 12/31/2023
     DSI84,925$8,032 12/31/2023
HighTower Advisors LLC86,259$7,858 12/31/2023
     DSI86,259$7,858 12/31/2023
Cetera Investment Advisers85,263$7,763 12/31/2023
     DSI85,263$7,763 12/31/2023
Atria Wealth Solutions Inc.83,368$7,591 12/31/2023
     DSI83,368$7,591 12/31/2023
Cambridge Investment Research Advisors Inc.71,749$7,233 03/31/2024
     DSI71,749$7,233 03/31/2024
Thrivent Financial for Lutherans78,248$7,124 12/31/2023
     DSI78,248$7,124 12/31/2023

See All: Funds Holding DSI
See Details: Top 10 Hedge Funds Holding DSI
Also See: DSI Holdings Changes

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